Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Money and Me: Robots, Gold and Tariffs - Are Markets in Denial?

Bad news is piling up, yet markets keep climbing - so which signal should investors trust?

Gold surges past US$5,000 an ounce as investors hedge against trade wars, political risk and warnings of a looming “capital war” from Ray Dalio.

Elon Musk claims robots will outnumber humans and could make up most of Tesla’s long-term value, even as the car business faces slowing deliveries and rising competition.

We ask whether stock prices are rising because the economy is healing - or simply because the dollar is weakening.

With US market concentration at record highs, what does this mean for portfolios heavily exposed to American equities?

Michelle Martin speaks with Swapnil Mishra, author of Investing for the Clueless, Reckless and Overly Cautious, about whether this is resilience, illusion, or the start of a structural shift

See omnystudio.com/listener for privacy information.

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Influence: The AI Mandate Reshaping Global Investing

Influence: The AI Mandate Reshaping Global Investing

AI-enhanced investing meets Singapore’s $5B market catalyst - and Manulife is at the centre of both. Singapore’s equity markets just received a major boost as MAS appointed Manulife IM among six globa...

20 Marras 202519min

Money and Me: Where Smart Capital Is Heading in 2026

Money and Me: Where Smart Capital Is Heading in 2026

Global real estate is finally stabilising - but the opportunities and risks are not where most investors think. As 2025 closes, the real estate cycle is shifting: interest-rate steadiness, gradual pr...

20 Marras 202522min

Market View: Nvidia’s Moonshot & The Tech Tipping Point

Market View: Nvidia’s Moonshot & The Tech Tipping Point

A blockbuster Nvidia beat, weakening consumer signals at Target, and surprise moves from Palo Alto Networks, Block, Nokia, Xiaomi, and SGX - we break down the drivers behind global and local market se...

20 Marras 202522min

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me: Reality Checks on  AI Stocks, Fed Jitters & Bank Earnings 

Money and Me dives into whether the AI boom is becoming a bubble or just shaking out the excess. We unpack why the odds of a December Fed cut have dropped below 50% and what that means for investors. ...

19 Marras 202518min

Market View: Is the AI trade unravelling? 

Market View: Is the AI trade unravelling? 

A giant in the clean-energy supply chain is about to face its biggest trading test yet - and global markets are bracing. CATL’s six-month lockup expiry threatens to unleash selling pressure just as th...

19 Marras 202524min

Money and Me: Cracking the Private Equity Promise & The ETF-Only Retirement Play

Money and Me: Cracking the Private Equity Promise & The ETF-Only Retirement Play

What risks may be hiding behind the “democratisation of PE” narrative? Tim Phillips of TimTalksMoney breaks down liquidity traps, private-credit ETFs, and the red flags every investor should spot. The...

18 Marras 202525min

Market View: Baby Sharks, Tech Shocks & the Big ETF Question

Market View: Baby Sharks, Tech Shocks & the Big ETF Question

We start with a blockbuster IPO. Pinkfong’s Baby Shark empire makes waves with it's debut, stirring questions about Korea’s content boom. U.S. markets wobble as Nvidia, Tesla, and crypto-linked stocks...

18 Marras 202517min

Influence: Driving the Future - Inside Borneo Motors Singapore’s 100-Year Evolution

Influence: Driving the Future - Inside Borneo Motors Singapore’s 100-Year Evolution

The global automotive industry is undergoing its greatest transformation in a century - electrification, digital ownership and self-driving technology. In this episode, we explore how Borneo Motors Si...

17 Marras 202521min

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